Evan Kwiatkowski
Investment adviser representative at Raymond James & Associates, Inc.
12 yearsExperience
1 stateRegistered in
$501BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Raymond James & Associates, Inc.Mar 2025 to now
- Raymond James Financial Services Advisors, IncJan 2024 to Mar 2025
- Southside Wealth ManagementSep 2023 to Feb 2024
- Raymond James Financial Services, IncJul 2023 to Mar 2025
- Southside BankApr 2022 to Feb 2024
- University of Texas TylerJan 2022 to Apr 2022
- Nektar Juice BarAug 2021 to Jan 2022
- University of Texas TylerMar 2020 to Aug 2021
- Planet FitnessJun 2019 to Mar 2020
- Stephen F. Austin State UniversityJan 2019 to Jun 2019
- Louise Herrington Patriot CenterAug 2018 to Jan 2019
- IhopMay 2018 to Aug 2018
- Nacogdoches High SchoolAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7787059
- Firm CRD
- 705